M&T Bank
EVR icon

M&T Bank’s Evercore EVR Stock Holding History

M&T Bank’s Portfolio EVR Stock Details EVR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$452K Sell
1,324
-759
-36% -$260K ﹤0.01% 1258
2026
Q1 		$622K Sell
2,083
-1,469
-41% -$481K ﹤0.01% 1032
2025
Q4 		$1.21M Buy
3,552
+2,466
+227% +$793K ﹤0.01% 796
2025
Q3 		$366K Sell
1,086
-619
-36% -$194K ﹤0.01% 1113
2025
Q2 		$460K Buy
1,705
+178
+12% +$39.1K ﹤0.01% 1109
2025
Q1 		$305K Sell
1,527
-279
-15% -$69.5K ﹤0.01% 1257
2024
Q4 		$501K Sell
1,806
-341
-16% -$96.6K ﹤0.01% 1169
2024
Q3 		$544K Buy
2,147
+149
+7% +$35.5K ﹤0.01% 1134
2024
Q2 		$416K Sell
1,998
-24
-1% -$4.67K ﹤0.01% 1184
2024
Q1 		$389K Sell
2,022
-221
-10% -$40K ﹤0.01% 1225
2023
Q4 		$384K Sell
2,243
-69
-3% -$9.99K ﹤0.01% 1216
2023
Q3 		$319K Sell
2,312
-1,023
-31% -$139K ﹤0.01% 1251
2023
Q2 		$412K Sell
3,335
-196
-6% -$22.5K ﹤0.01% 1199
2023
Q1 		$407K Sell
3,531
-88
-2% -$10.9K ﹤0.01% 1185
2022
Q4 		$395K Sell
3,619
-295
-8% -$30.8K ﹤0.01% 1197
2022
Q3 		$323K Sell
3,914
-388
-9% -$36.7K ﹤0.01% 1250
2022
Q2 		$284K Buy
4,302
+1,537
+56% +$164K ﹤0.01% 1207
2022
Q1 		$307K Buy
2,765
+133
+5% +$16.4K ﹤0.01% 1185
2021
Q4 		$358K Buy
2,632
+132
+5% +$19.2K ﹤0.01% 1170
2021
Q3 		$334K Buy
2,500
+522
+26% +$70.9K ﹤0.01% 1186
2021
Q2 		$279K Sell
1,978
-332
-14% -$46.4K ﹤0.01% 1292
2021
Q1 		$304K Buy
2,310
+110
+5% +$13.4K ﹤0.01% 1228
2020
Q4 		$242K Buy
+2,200
New +$196K ﹤0.01% 1421
2015
Q1 		– Sell
-3,970
Closed -$209K – 2108
2014
Q4 		$209K Sell
3,970
-1,384
-26% -$69.3K ﹤0.01% 1734
2014
Q3 		$252K Buy
+5,354
New +$277K ﹤0.01% 1697

Other funds holding EVR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

M&T Bank's EVR Position: Q2 2026 in Review

M&T Bank reduced its Evercore (EVR) stake by 36% in Q2 2026, selling an estimated $260K and leaving 1,324 shares worth $452K. The position accounts for ﹤0.01% of the portfolio, ranked #1258.

M&T Bank first reported a position in EVR in Q3 2014 and has held it in 25 quarters since. The position peaked at $1.21M in Q4 2025. 713 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • M&T Bank held 1,324 shares of Evercore worth $452K as of Q2 2026.
  • M&T Bank sold 759 Evercore shares in Q2 2026, an estimated $260K.
  • Evercore made up ﹤0.01% of M&T Bank's portfolio in Q2 2026, its #1258 holding.
  • M&T Bank first reported a position in Evercore in Q3 2014 and has held it in 25 quarters since.
  • M&T Bank's Evercore position peaked at $1.21M in Q4 2025.
  • 713 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on M&T Bank's 13F filing for Q2 2026, filed 4 Aug 2026.